-6.7%
JD vs ENPH
-10.6%
+3.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.7% | 0.0% |
| 7D | +5.2% | -9.1% | +14.3% | +5.6% |
| 30D | +4.5% | -15.8% | +20.3% | +5.0% |
| 3M | -15.4% | -32.5% | +17.0% | -14.3% |
| 6M | -6.0% | -24.2% | +18.1% | -7.0% |
| YTD | +2.2% | -13.8% | +15.9% | -2.8% |
| 1Y | -6.7% | -15.8% | +9.2% | -11.0% |
| All | -6.7% | -10.6% | +3.9% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling